All Retail articles – Page 7
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Real Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
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AEW Research Flash Report - August 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.
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European Real Estate - Quarterly Research Q2 2020
The Eurozone economy contracted by -3.6% quarter-over-quarter (0.1% for the fourth quarter of 2019) through the first quarter of 2020. With lockdown restrictions only beginning to act as a drag performance in late March, an even steeper decline is forecast for the second quarter of 2020.
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Reality bites: Retailing in a healthy crisis
In the latest instalment of our editorial series, Link, experts from Aviva Investors’ credit, equities and real asset teams discuss the consequences of COVID-19 on the retail sector and their implications for investors.
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How the Pandemic Changes Real Estate
The global pandemic is changing the way we live, work and play. Such behavioral changes have been felt acutely across commercial real estate markets, and the impact may only accelerate from here. But which changes are short term and which are here to stay?
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Challenges and opportunities in US Commercial Real Estate
Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors. Within major subsectors of US commercial real estate, we are negative on the outlook for retail and senior housing sectors, cautious on office space, ...
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Physical Retail “Rumours of my death have been greatly exaggerated!”
The quote, attributed to Mark Twain when he read his own obituary in a newspaper, seems an appropriate comparison for media coverage of the retail sector. Whether stories about vacant shops in town centres, the death of the high street or tenants going into administration, all appears to be doom and gloom.
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APAC Real Estate Outlook
The APAC region was the first to be affected by the COVID-19 outbreak at the start of 2020, highlighting the downside impact of the pandemic on economies, particularly tourism arrivals and manufacturing. With the outbreak having evolved into a global pandemic, a recession scenario appears likely for the five developed APAC economies this year. These markets, however, are expected to recover relatively quickly from 1H 2021 onwards (see Figure 1), benefitting from their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support. This should help bolster investment sentiment in the APAC region.
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Real Estate: The Last Dance for gut feel investing
Commercial property investors could learn a lot from the data-led revolution that has taken place in basketball in recent years, as Chris Urwin explains.
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Unlocking REIT Potential Amid COVID-19
Investors remain cautious after seeing the severe impact to the lodging and retail sectors. But there’s much more to real estate and overlooking the full picture could mean missing out on the true potential.
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Tomorrow’s world: COVID-19 and the long-term future of commercial real estate
Chris Urwin and Jonathan Bayfield look beyond the near-term disruption to real estate to assess the longer-term prospects for the retail, office and logistics sectors.
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Logistics: ‘Last mile’ or further to run?
Following a decade of bumper demand and returns, many experts are questioning whether logistics real estate assets have reached their prime or whether they still have further to run. Vivienne Bolla argues the latter.
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Covid-19: short-term pain, long-term opportunities for European commercial real estate
The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the global economy. In this new and evolving context, real estate is likely to share in the economic pain in the short run, but could prove resilient in the longer term given its defensive features, including its ability to dampen volatility and bring diversification to portfolios.
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Asset Manager News
PATRIZIA sells German DIY portfolio for EUR 96 million
Portfolio comprising 71,000 sq m of retail space across seven assets
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White papers
AEW Research Flash Report - May 2020
In this fourth update since the onset of the Covid-19 crisis, we update and combine some of our initial thoughts about the impact of the lockdowns and expected restrictions going forward.
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Digital Drivers of Real Estate Opportunity
Shifts in technology are contributing to a new landscape in the listed real estate universe.
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White papers
AEW Research Flash Report - May 2020
To learn more about the immediate impact of the COVID-19 crisis on the Asia Pacific real estate property markets, we invite you to read a brief update by Asia Pacific’s Director of Research, Glyn Nelson. This report will be distributed intermittently over the following months as the COVID-19 situation evolves and we monitor its impact, real or potential.